Jason
Bohannon
Pfs Investments Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Bohannon is a certified financial planner operating out of Hiawatha, Iowa, with a total of 12 years of relevant experience. Bohannon is an employee of Pfs Investments Inc. Their career trajectory has included roles at Primerica Financial Services, Pfs Investments Inc and Bohannon Financial. Bohannon maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Iowa and Texas. Pfs Investments Inc is a registered investment firm that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It has $7 billion in assets across its 56,552 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 36 charitable organizations. Of its 56,552 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets. The business provides portfolio management for individuals and small businesses. Fees for financial advice usually are based on the type of financial services. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jason Bohannon Work History
Jason has been registered as a financial advisor for 12 years.*
Bohannon Financial
Pfs Investments Inc
Primerica Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Bohannon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primerica Advisors
Houston, TX
Pomona, CA
Cleveland, OH
West Chester, OH
Baton Rouge, LA
Duluth, GA
Clifton Park, NY
Hiawatha, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
